Rep. Gilbert Ray Cisneros, Jr. Sells International Business Machines Corporation (NYSE:IBM) Stock

Posted by Micah Haroldson on Mar 12th, 2026

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of International Business Machines Corporation (NYSE:IBM). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $1,001 and $15,000 in International Business Machines stock on February 10th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

Sold $1,001 – $15,000 in shares of Thermon Group (NYSE:THR) on 3/2/2026.
Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 3/2/2026.
Purchased $1,001 – $15,000 in shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) on 2/26/2026.
Sold $1,001 – $15,000 in shares of Uber Technologies (NYSE:UBER) on 2/24/2026.
Sold $1,001 – $15,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 2/24/2026.
Purchased $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 2/24/2026.
Sold $1,001 – $15,000 in shares of Oracle (NYSE:ORCL) on 2/24/2026.
Purchased $1,001 – $15,000 in shares of Champion Homes (NYSE:SKY) on 2/23/2026.
Sold $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 2/23/2026.
Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/20/2026.

International Business Machines Trading Down 0.7%

IBM opened at $248.56 on Thursday. The firm’s 50 day moving average is $278.69 and its 200-day moving average is $284.48. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The firm has a market capitalization of $233.16 billion, a P/E ratio of 22.29, a P/E/G ratio of 2.51 and a beta of 0.73.

International Business Machines (NYSE:IBM – Get Free Report) last announced its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating the consensus estimate of $4.33 by $0.19. The business had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The business’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.92 earnings per share. Analysts expect that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were paid a dividend of $1.68 per share. The ex-dividend date was Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.7%. International Business Machines’s dividend payout ratio (DPR) is currently 60.27%.

Insider Activity at International Business Machines

In other news, Director David N. Farr acquired 1,000 shares of International Business Machines stock in a transaction that occurred on Friday, January 30th. The shares were purchased at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the purchase, the director directly owned 9,258 shares of the company’s stock, valued at $2,814,432. This trade represents a 12.11% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Michael Miebach acquired 434 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was acquired at an average cost of $233.33 per share, with a total value of $101,265.22. Following the acquisition, the director owned 434 shares of the company’s stock, valued at $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders have purchased 1,484 shares of company stock worth $417,157. Corporate insiders own 0.18% of the company’s stock.

Institutional Investors Weigh In On International Business Machines

Institutional investors have recently modified their holdings of the stock. Norges Bank acquired a new position in International Business Machines in the fourth quarter worth about $2,446,429,000. Capital World Investors raised its stake in International Business Machines by 29.2% during the fourth quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock valued at $6,523,720,000 after buying an additional 4,976,756 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its holdings in International Business Machines by 83.4% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,617,117 shares of the technology company’s stock worth $1,663,847,000 after buying an additional 2,553,552 shares during the last quarter. Vanguard Group Inc. grew its position in shares of International Business Machines by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock worth $28,019,274,000 after acquiring an additional 1,913,708 shares in the last quarter. Finally, Laurel Wealth Advisors LLC grew its position in shares of International Business Machines by 27,928.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,903,116 shares of the technology company’s stock worth $561,001,000 after acquiring an additional 1,896,326 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

Key Headlines Impacting International Business Machines

Here are the key news stories impacting International Business Machines this week:

Positive Sentiment: Analysts remain constructive on large tech names including IBM; coverage cited IBM as a buy/hold candidate based on enterprise AI and hybrid cloud exposure. This supports investor confidence in the company’s strategy. Read More.
Positive Sentiment: IBM announced a partnership with SEI to deploy agentic AI and automation for enterprise workflows — a direct commercial tie-up that could drive near‑term services revenue and customer adoption of IBM’s AI tooling. Read More.
Positive Sentiment: IBM and Lam Research launched a collaboration to advance sub‑1nm logic scaling (materials, processes, High NA EUV). That’s a strategic, long‑horizon boost to IBM’s semiconductor and research positioning. Read More.
Neutral Sentiment: IBM and several universities co‑authored discovery of a novel molecule with unique electronic structure — a positive R&D milestone but unlikely to move near‑term revenue; more material for long‑term IP/tech leadership. Read More.
Neutral Sentiment: Snowflake research cited Hakkoda (an IBM company) in interoperability and AI scaling for healthcare — reinforces IBM’s role in enterprise data/AI stacks but is incremental news. Read More.
Neutral Sentiment: Market commentary pieces weighing IBM post‑Q4 earnings and recent price moves reiterate mixed sentiment: solid earnings but still navigating AI competition and valuation headwinds. These items provide context but no new catalysts. Read More. and Read More.
Negative Sentiment: Shares plunged after market fears over new AI capabilities from Anthropic (and similar agentic/“vibe coding” tools) — investors worried these advances accelerate competition and erode pricing/market share for legacy enterprise software and services. That reaction was the main immediate downward driver. Read More.
Negative Sentiment: IBM’s 2026 X‑Force cybersecurity report highlighted rising threats; media coverage framed it as a “bombshell,” which briefly pressured sentiment even as it could also increase demand for IBM security services. Short term, the headline contributed to negative sentiment. Read More.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. DZ Bank upgraded shares of International Business Machines to a “hold” rating in a report on Wednesday, February 11th. Wall Street Zen lowered International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. Jefferies Financial Group reiterated a “buy” rating on shares of International Business Machines in a research note on Monday, February 23rd. Morgan Stanley lowered their price objective on International Business Machines from $304.00 to $247.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 25th. Finally, Stifel Nicolaus lifted their price objective on International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $320.87.

View Our Latest Research Report on IBM

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About International Business Machines

(Get Free Report)

International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.

IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.